AUM per client for Independent firms serving clients in Kansas

Independent firms active in Kansas 94 firms

Very Low $110K-$230K

Low $230K-$360K

Typical $360K-$580K

High $580K-$890K

Very High $890K-$2.4M

5th 20th 40th 60th 80th 95th

Median: $480K

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Firm	AUM/client	AUM	Clients	HNW client %
1316 Capital LLC	—	$2	—	—
Abundance Wealth Management	—	—	—	—
Catalonia Wealth Management LLC	—	—	—	—
Chase Wealth Management	—	—	—	—
Paredes Capital LLC	—	—	—	—
Tennext LLC	—	$420K	—	—
Titan Wealth Advisory, LLC	—	—	—	—
Warner Investments, LLC	—	$510K	—	—
Wolf Bay Wealth Partners	—	$0	—	—
Don Brown - Investment Advisor, LLC	Very High $1.8M	$7.3M	4	0%
EQUINET, Inc.	Very Low $0	$0	5	0%
Fiduciary Standard, LLC	Very High $3M	$18M	6	100%
Hill-Top Financial Planning, LLC	Typical $550K	$3.3M	6	17%
Avant Wealth Management, LLC	Low $350K	$2.4M	7	57%
GBKS LLC	Low $280K	$2M	7	0%
SBL Investment Advisors, LLC	—	—	7	0%
Weatherby Capital, LLC	Low $350K	$2.4M	7	29%
Bateman Capital Management, Inc.	Very Low $130K	$1M	8	0%
Tradewinds Investment Advisors, LLC	Low $290K	$2.3M	8	0%
Kyso Financial	Very Low $140K	$1.3M	9	0%
Planning Trail Investments, LLC	Very Low $220K	$1.9M	9	0%
KONZA Capital Advisors	High $630K	$6.3M	10	0%
Coordinated Financial Management	Very Low $180K	$2.2M	12	8%
Jcm Capital Management	Very High $2.9M	$35M	12	100%
Stewardship Wealth Management	High $860K	$10M	12	0%
Weaver Financial	Very High $3.5M	$42M	12	0%
Dynamic Wealth LLC	Very High $2M	$26M	13	77%
R L Capital, LLC	High $880K	$12M	14	71%
Zolton Wealth	Very High $2.9M	$41M	14	100%
Adaptive Advisory, LLC	High $600K	$9.6M	16	0%
Grand Street Advisors, LLC	Typical $560K	$9M	16	19%
MSM Financial, LLC	Very High $900K	$14M	16	44%
Satya Investment Management, LLC	Very High $1.2M	$19M	16	13%
Tower Financial Strategies Corp.	Very Low $190K	$3.2M	17	0%
Atomic Planning LLC	Typical $420K	$7.6M	18	22%
Clear Springs Wealth	Low $230K	$4.2M	18	0%
Oread Wealth Partners	High $850K	$17M	20	20%
Kompass Financial Advisors, Inc.	Typical $430K	$8.9M	21	5%
Monarch Wealth Management, LLC	Very High $2.3M	$50M	22	0%
VIP Advisors LLC	Very Low $47K	$1.1M	23	0%
Crossroads Asset Management LLC	Very High $900K	$22M	24	33%
Challenge Everything Financial LLC	Very Low $120K	$3.1M	25	0%
Legacy Wealth Planning, LLC	Typical $440K	$11M	25	24%
Golden Guidance LLC	High $720K	$19M	27	63%
3rd Level Wealth	Very Low $71K	$2M	28	0%
Artisan Financial Planning	Very High $1M	$28M	28	32%
Coplanning Financial LLC	Low $300K	$8.5M	28	36%
Maclura Investments	Typical $470K	$13M	29	21%
Nasche Asset Management LLC	High $710K	$21M	29	0%
Financial Management Consultants LLC	—	—	30	50%
Main Street Investments	Low $310K	$9.3M	30	13%
No Coast Financial Group	Low $360K	$11M	30	0%
Kaylin Dillon Financial Planning	Typical $430K	$15M	34	24%
Tomassi Financial Planning, LLC	High $680K	$23M	34	0%
Design Asset Management, LLC	High $580K	$20M	35	46%
Retirement Roots Wealth Management LLC	—	—	35	0%
Miros Wealth LLC	Very Low $150K	$5.4M	36	19%
State Line Wealth Management	Typical $440K	$17M	38	13%
Wealth Management Consultants, LLC	Very High $1.9M	$73M	38	71%
Access Capital, LLC	Very High $2.6M	$100M	39	54%
Trek Wealth Planning	High $610K	$24M	39	21%
Your Financial Partnership	Low $240K	$9.2M	39	0%
Penn Wealth Management	Typical $500K	$20M	40	0%
Farrecian Investments Inc	Low $270K	$12M	43	2%
Ryan Smith Financial Services	Low $250K	$11M	43	16%
Roadmap Wealth Management LLC	High $860K	$38M	44	84%
Summit Wealth LLC	Very Low $100K	$4.7M	47	0%
Guidepost Financial Planning, LLC	High $580K	$30M	52	17%
Longview Advisors, LLC	—	—	55	78%
Davis Financial Management, Inc.	Very High $1.7M	$93M	56	91%
QED Wealth Solutions	Typical $380K	$21M	57	9%
AtlanticMidwest Investment Research, LLC	Typical $490K	$28M	58	0%
Flattery Wealth Management LLC	Low $300K	$17M	58	5%
Prairie Ridge Asset Management, LLC	Very High $1.1M	$63M	58	28%
Comprehensive Wealth Planning, LLC	Very Low $220K	$13M	60	10%
NextGen Wealth	Very High $1M	$62M	61	52%
Chladek Wealth Management, LLC	Very High $1.1M	$68M	63	46%
Pioneer Financial Advisors	Typical $490K	$31M	64	0%
Fire Wealth Management, LLC	High $750K	$49M	65	29%
Focal Point Financial Group	Very Low $220K	$15M	68	24%
Kedrec LLC	Typical $490K	$34M	69	13%
Proactive Planning Wealth Advisory	Typical $490K	$34M	69	0%
Sound Investments Inc.	Low $260K	$19M	70	0%
Financial Planning Partners	High $770K	$54M	71	32%
Zenith Financial Planning Inc	High $590K	$42M	72	38%
American Freedom Investments, LLC	Very Low $190K	$14M	73	7%
Wichita Wealth Management, LLC	High $770K	$59M	76	26%
Irish Capital LLC	Very Low $100K	$8.1M	78	10%
McCarty Wealth	High $650K	$55M	85	14%
Sterling Advisory Group LLC	Low $350K	$30M	85	11%
Capital-E-Advisors	High $870K	$76M	87	48%
Gary M. Martinez	Low $300K	$26M	88	0%
KDWALLSTREET Investment Advisor LLC	Low $310K	$28M	91	22%
Beacon Financial Advisors, LLC	—	—	94	0%
Virtual Investment Planning LLC	Low $230K	$23M	102	0%
Signal Research Group LLC	Very Low $170K	$18M	104	10%
Kansas City Private Wealth Management, LLC	Very High $920K	$98M	107	33%
Overland Park Wealth Management LLC	Very High $1M	$110M	108	34%
Harper Financial Strategies, LLC	Low $350K	$39M	111	8%
VZD Capital Management LLC	Typical $460K	$52M	112	100%
Mottet Wealth	Typical $520K	$68M	130	12%
Applied Financial Wisdom	High $860K	$130M	151	1%
Tax Advantage Advisors, Inc.	Typical $450K	$68M	151	11%
Maciel Wealth Management	Very Low $110K	$19M	170	0%
Heritage Financial Solutions, LLC	Typical $550K	$94M	171	15%
Heartland Wealth Strategies LLC	Low $340K	$59M	174	34%
Wealth Partners Corporation	Very Low $120K	$21M	175	1%
DSM Financial L.L.C.	—	—	200	0%
Retirement Planning Specialists - Midwest, LLC	—	—	200	0%
Buellesfeld Financial Services, Inc.	Very Low $190K	$43M	229	2%

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